Agenda and Meeting Management Select’s integration with CivicPlus’ Notifications Admin solution allows for a greater degree of control over the Subscription List options that are presented to Public Portal users. Administrators with appropriate permissions can manage the visibility of Subscription Lists and their relationship to each Meeting Type.
There are two aspects to managing these notification options. The first is the management of the Subscription Lists themselves, which is a function available through Notifications Admin. The second is the association of Subscription Lists to Meeting Types, which tells the system which Subscription List should be notified when content for a specific Meeting Type is published.
This article will show you view and manage subscription lists generally and by meeting type.
Important Note
To access the Notifications Admin solution, you must either be an owner of your CivicPlus Organization or someone with appropriate permissions must make you a member of a Group that can access Notifications Admin. If you do not know who your CivicPlus Organization owner is, please reach out to Support for assistance.
View Notifications Admin Subscription Lists
Sign in to the system if you have not already
Navigate to the User Menu and select Settings:
Click the Meetings tile:
Select the Email Settings tile under the Templates section:
Scroll to the Subscription Lists section:
Notes:
For a Subscription List to be visible in this section it must be tagged with the “CivicClerk” Product within Notifications Admin settings.
Subscription Lists that have been set to Internal-Only within Notifications Admin settings will display with “(INTERNAL)” on this page. Internal lists will not be displayed to Public Portal users who are attempting to manage their subscription options.
View your Subscription Lists
Manage Notifications Admin Subscription Lists
Through Notifications Admin you can manage what Subscription Lists are visible to your Public Portal users and update additional settings related to those lists, such as the header/footer of messages generated to the list and the Sender Name/Reply-To address of the email.
Sign in to the system if you have not already
Navigate to the User Menu and select Settings:
Click the Meetings tile:
Select the Email Settings tile under the Templates section:
Scroll to the Subscription Lists section:
Notes:
For a Subscription List to be visible in this section, it must be tagged with the "CivicClerk" Product within Notifications Admin settings.
Subscription Lists that have been set to Internal-Only within Notifications Admin settings will display with “(INTERNAL)” on this page. Internal lists will not be displayed to Public Portal users who are attempting to manage their subscription options.
Click the Manage Subscription Lists button:
A new window will open and take you directly to Notifications Admin, where you can manage your Subscription Lists as desired
Note:
For information on how to manage Subscription Lists from the Notifications Admin side, see the Subscription Lists Overview article in our CivicPlus Platform Help Center.
Manage Notifications Admin Subscription Lists by Meeting Type
After you prepare your Subscription Lists, you can manage the association of the lists with your Meeting Types. When content for a specific Meeting Type is published to the Public Portal, the associated Subscription Lists will receive notifications.
Sign in to the system if you have not already
Navigate to the User Menu and select Settings:
Click the Meetings tile:
Click the Meeting Types tile:
Click the Edit button (purple pencil icon) next to the meeting type you wish to update:
From the View menu, select Notifications from the dropdown list:
Locate the Subscription Lists section:
Click the Edit button (purple pencil icon) next to the list of assigned Subscription Lists:
Click the red X icon next to the name of an assigned subscription list to remove it, if desired:
Select the empty field to search for or select and add a subscription list, if desired:
Notes:
For a Subscription List to be visible in this section, it must be tagged with the "CivicClerk" Product within Notifications Admin settings.
Subscription Lists that have been set to Internal-Only within Notifications Admin settings will display with “(INTERNAL)” on this page. Internal lists will not be displayed to Public Portal users who are attempting to manage their subscription options.
Click the Save Changes button:
The Subscription Lists for the selected meeting type have been updated